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Number of People who are given access to JS Morlu staff (Management/Employee/Consultants). Please Indicate Quantity

Please Indicate Quantity

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Please Indicate Quantity

Troubleshoot entries and resolve accounting issues for all versions of QuickBooks and Sage 50 US.

Meet monthly for 15-30 minutes to discuss financials and look ahead, always proactively anticipating issues and resolving them before they happen.

Set up accounting software to be able to automatically prepare and file 1099s at the end of the year.

Off the shelf accounting software (including QuickBooks) do not automatically generate indirect rates. Instead of upgrading to expensive software, we can create from QuickBooks, Zero, and Sage 50 indirect rates that can then be used in bidding on contracts.

We can work with your external payroll company to create general ledger downloads and integrate with your QuickBooks or Sage 50.

Analyze financial statements, providing insights into the company's performance or areas of challenges.

We review your systems of internal controls, policies, and procedures including looking at the design, execution, and effectiveness.

Assist in setting up a compliant DCAA required accounting system.

Periodically review to ensure that your accounting system is still DCAA compliant.

Represent your firm during a DCAA accounting system audit.

Assist in compiling and presenting information required by DCMA during its financial capability audit of your company.

Assist clients in cleaning up unorganized records, especially in QuickBooks.

For clients who are doing their own accounting in house but just want an outside CPA to review their books once in while. Total 4 Quarters.

For Do It Yourself clients or with an in house bookkeeper, Step by step individual or team instructions for data entry and creating reports.

Assist with planning, budgeting, and monitoring.

Forecast budget continuously to take into consideration potential future events and impact on the bottom line.

Analyze cash position and needs, looking at ways to maximize cash flow.

Coordinate financial decisions from activities from external parties to anticipate and remedy negative impacts on cash, taxes and operations. Also responding to correspondences and clarifications.

Help clients to determine appropriate company-wide KPIs, developing relevant benchmarks and trends.

Reports required by the government, such as SBA 8(a) Annual Reviews, Incurred cost submission to DCAA, contract closeout etc.

Provide responses and clarifications to the government prior to award of a contract.

Business advice on specific issues that may arise from time to time, serving as a sounding board to the owner and a select members of the management team.

Discuss issues that require immediate decision making.

Mergers and acquisitions consulting and planning, including buy/sell side due diligence and transaction structuring

Succession Planning, Ownership Changes Consultation

Help with pricing/cost proposal in response to request for proposal. Estimated cost per proposal.

Training to guide company's team on how to develop pricing for a cost proposal submission.

Reasonable Shareholder Salary Calculation (Reports)

Annual business valuations to determine how much your company is worth and to meet IRS valuation requirements in cases of employee stock options.

Advise on the best of firm business formation with respect to goals of the owners, as such advice could prove advantages with respect to tax (QBI 20%, buy-sell, etc.).

Advise of type of financing for expansion, including evaluating options.

Conduct periodic reviews of process and procedures, developing recommendations for improvement.

Measure the amount of work actually performed on a project beyond the basic review of cost and schedule reports. Normally required on government contracts.

Prepare Forms 1065, 1120, 1120S, 990

Individual Tax Prep (Form 1040), 1 business owner

Situational Tax Law Research and Advice

Prepare scenario analysis to optimize tax position and calculating tax projections/estimated taxes for business owners.

Assist with settling tax liabilities with the IRS/State Authorities.

Representation before the IRS or other tax authorities during audits, examinations, or notices.

Business Professional and Occupational License (BPOL), Business Tangible Property

Help clients weigh compensation planning options, along with other expense strategies to minimize their tax liability.

Help clients with tax advantaged deductions and deductions to avoid altogether to protect against audits by tax authorities.

Audits are required for multiple reasons. For example, companies in the SBA 8(a) program with actual receipts of more than $10,000,000 or more are required to have an audit by an independent CPA. Contact us at 703 594 4944.

Reviews are required for multiple reasons. For example, companies in the SBA 8(a) program with gross annual receipts of $2,000,000 to $10,000,000 are required to have an audit by an independent CPA. Contact us at 703 594 4944.

Banks or a regulatory agency may require compiled financials by a CPA, which is converting a client's data into financial statements without providing any assurances or auditing services. Contact us at 703 594 4944.